Our Comprehensive Process
Dedicated support for your wealth transfer needs
After a lifetime of hard work, transferring your wealth is an important consideration. At Trust Matters Financial, we prioritize getting to know you and your family before looking at numbers. These discussions include challenging family and health dynamics that can influence your legacy planning. To best serve you, we have a specialized network of tax and estate-planning professionals who will guide you and your unique wealth transfer needs.
1
Get to know family dynamics
Discussions about money and legacies can be tough, especially when families aren’t on the same page. Family dynamics and emotional needs often influence money matters. We consider and address these issues with a specialized network to drive solutions for all needs, such as taxes to estate planning.
2
Discuss your health dynamics
Over the years, we’ve discovered a significant overlap between health and finances. If you’re concerned about potential financial impacts, we’re here to assist. After listening to your concerns, we’ll walk you through our holistic process to preserve and protect your assets.
3
Establish your financial assets
Once we understand your family, we’ll discuss your current burdens and available assets. For example, a top concern may be who handles your wealth after your death. If necessary, we can refer you to a specialist in elder care or estate planning so that you feel confident your legacy will be handled properly.
4
Implement a tax-intelligent plan
How do you envision your legacy? Once we understand your goals, we can utilize our tax knowledge to help efficiently preserve, protect, and pass your assets to the next generation. If we can't answer your questions, our experienced network can help drive solutions that keep you in control of your hard-earned wealth.
5
Create your legacy plan
Legacies are complex, especially when navigating generational differences. We go beyond the legal perspective, using a total wealth viewpoint to optimize wills, estates, and trusts in a tax-efficient way. This helps instill confidence that your legacy will reflect your ultimate wishes.
Our Approach
Our holistic approach prioritizes client education to instill the confidence to build, protect, and leave a lasting legacy.
Who We Work With
We specialize in helping business owners, retirees, and special needs families plan a confident future.
Contact Us
Ready for a different financial advisor who is actively involved in every decision that affects you? Let’s get started.